CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in VEL — Velocity Financial, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in VEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,652,151
+$107,265 QoQ
Shares Held
89,499
+4.8% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 99 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $198,586,753 across 8 Mortgage Finance names. VEL ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
7,671,810 | $120,831,007 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
482,441 | $42,020,610 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
481,276 | $26,325,797 | |
| 4 | UWMC |
UWM Holdings Corp
|
1,582,771 | $3,624,545 | |
| 5 | LDI |
loanDepot, Inc.
|
1,998,388 | $2,497,985 | |
| 6 | VEL |
Velocity Financial, Inc.
This page
|
89,499 | $1,652,151 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
30,004 | $825,110 | |
| 8 | ONIT |
Onity Group Inc.
|
20,366 | $809,548 |
All Filings in VEL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,652,151 | 89,499 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,544,886 | 85,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,817,558 | 87,551 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,509,755 | 83,228 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,840,539 | 99,274 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,405,775 | 75,135 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,562,472 | 79,881 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,559,093 | 79,505 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $534,636 | 29,818 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $507,906 | 28,217 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $485,896 | 28,217 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $318,852 | 28,217 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $325,342 | 28,217 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $254,799 | 28,217 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $272,294 | 28,217 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $305,872 | 28,217 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,049 | 28,303 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $307,621 | 28,119 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $300,399 | 21,927 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $288,559 | 21,927 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $273,868 | 21,927 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $117,490 | 15,603 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||